november newsletter

PENNSYLVANIA NONPROFIT REPORT NOVEMBER 2009

Nonprofit Reportsm

Atterbury Publications’

Volume 16 Number 11 “The Nonprofit News Source for Pennsylvania” November 2009

Pennsylvania ennsylvania

DEPARTMENTS

INSIDEThe Pew Fellowships Go Top-Down ........................................

As Foundations Close, Anxiety for Charities ...............

Live from Philadelphia ............ Become a Tree Tender ...........

Drexel Remembers Late President with $70 Million Building ......................................

Nonprofit Newsroom ............

Eye on a Nonprofit ................

People ....................................

Directory of Services ...........

Bulletin Board .......................

Legal Assistance ..................

Harrisburg Report ................

Funding Sources ..................

Workshops & Seminars .......

Rates ......................................

The Pew Fellowships Go Top-DownA vision derailed:The Pew giveth, and the Pew taketh away

by Jonathan M. Stein

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Under a visionary program, since 1991 the Pew Fellowships have distributed $12 million directly to 237 outstanding and singular artists, many of whom would have been overlooked by establishment “experts” if not allowed to submit their own applications. But under the Pew’s newly announced procedures, deserv-ing artists must wait to be anointed by a panel of 30 anonymous nominators. If there’s a good reason for this change, the Pew hasn’t revealed it.

On November 5, the innovative and high-ly regarded Pew Fellowships in the Arts program announced a radical change in its selection process for its grants to in-dividual artists. This change will alter an inclusive, open process of application by artists to a closed, more exclusive, top-down process controlled by nominators who are already established in their fields and selected by Pew. This is a decision apparently made with no input from past Pew awardees or from artists and arts communities in the regions.

Philadelphia’s thriving arts and culture scene owes much of its vitality to the nurturing role played by local founda-tions. One of the brightest jewels in this financial constellation has been the Pew Fellowships in the Arts program, which has dispensed more than $12 million to 237 artists in a dozen or so disciplines since its inception in 1991. In terms of dollars (currently $60,000 per grant), there’s nothing else like it in Philadelphia and only one larger grant-giving program anywhere.

More important, the Pew philosophy of giving grants directly to individual art-ists is a rare exception in today’s corpo-rate-minded foundation world, with its preference for funding arts presenting organizations. Funding arts groups with respectable boards is less risky than chan-neling money directly to eccentric right-brain artists; such grants are also easier to administer for foundation program of-ficers, who can keep a safe distance from the less orderly worlds of individual art-ists. That the Pew Charitable Trusts chose the funding road less traveled is a lasting tribute to the late Ella King Torrey, the visionary who created the Pew Fellow-ships. A critical component of Torrey’s vision as well as the past success of the Pew fel-lowships has been an open application process where any artist in the five-coun-ty Philadelphia region could apply for a grant. But the Pew Fellowships’ recently announced changes effectively turn this bottom-up open process on its head.

‘Customized development resource support’

Beginning with the 2009-2010 year, the policy of accepting applications from art-ists will be discontinued. Instead, a panel of 30 “anonymous” nominators, “from a highly qualified and knowledgeable com-munity of curators, directors, present-ers, writers, and artists, among others,” will each nominate two candidates and provide a written, supporting narrative. Nominated artists will then be invited to

...See The Pew page 2


apply and be evaluated by a multidisci-plinary panel of evaluators.

In addition, instead of focusing on 13 arts discipline areas, which previously rotat-ed over a four-year cycle, all disciplines will be in play each year. What the Pew describes as “customized development resource” support will supplement grants to advance the professional growth of awardees.

Nobody asked the applicants

The rationales offered by Pew for dis-carding the open application system are not convincing. Pew cites the large num-ber of applications received as a burden on its limited resources. But Pew doesn’t provide annual application numbers, ex-cept for one high year, when 400 candi-dates applied. Pew hasn’t shared data for years when numbers were substantially lower, nor do its figures break down the number of applications that might have been disposed of summarily. The chang-es themselves will actually increase the Pew’s administrative burdens by creating a whole new tier of nominators to coor-dinate, and by requiring a larger multi-disciplinary panel to evaluate applicants from all disciplines every year.

Pew also contends that the open-applica-tion process exerted a burden on unsuc-cessful applicants who expended pre-cious time filling out grant applications. But the applicants themselves, as well as the arts community in general, don’t ap-pear to have been consulted. One com-munity arts leader whom I consulted de-scribed the artist-initiated open process as an important growing experience for many artists, one that gave them hope that this was a grant that they could try for, as opposed to waiting passively to be anointed.

Flying below the radar

Among the dozen artists and presenters I interviewed— most of them prior Pew Fellows— as well as two foundation di-rectors, the consensus was that Pew will be much less likely to find the outstand-ing artists who fly under the radar of “knowledgeable people,” and who now won’t have a chance to be considered any more. “Established people will call

the shots for younger people,” one of my sources suggested.

Melissa Franklin, the Pew Fellowships director, emphasized to me that the change was intended to permit a more “thoughtful and thorough” selection pro-cess, in which more information would be provided about the artists under con-sideration. But when I asked her what exactly was wrong with the existing se-lection process that required such radical change, she didn’t respond directly.

A possible justification, but…

I suppose it’s possible that Pew officials haven’t been satisfied with the quality of past recipients or the depth of the pool from which they were selected. That would explain the ending of the four-year cycle for each discipline and the folding of all candidates into each year of appli-cations, a change that will increase the annual pool.

I could respect such a rationale even if I didn’t agree with it. But such a justifica-tion appears nowhere in the Pew’s pub-lished explanations for these changes. Choreographers, but not dancers

One should note that the changes don’t address the long-standing arbitrariness of dictating as eligible only those who make or create art in rather narrow terms. Thus for dance, only the choreographer— not the performing dancer— is eligible for a Pew Fellowship. For music, likewise, only the composer is eligible. This prac-tice obviously embraces an arts hierarchy that skews the definition of who is and isn’t creative in the art-making process. It might even help explain why too many fine dancers feel they must also become choreographers.

The basic question is whether a limited number of anonymous, nominator ex-perts— with likely just two or three as-signed to cover each of the 13 areas of arts practice eligible for fellowships— will discover better recipients than the open application system that has operated since 1991. The new process, my sources suggested, will discourage artists from taking risks. The use of a closed group of nominators will also foster a kind of cultural incest, exacerbated by the Pew’s

decision to keep nominators’ identities confidential, so their preferences or bi-ases or personal conflicts will be known only to their acquaintances.

An anemic example

In such a secret bureaucracy, as one for-mer Pew Fellow put it, “weird people who can be most interesting and worthy of consideration” are likely to find them-selves shut out. One such artist referred me to the “anemic” quality of grant re-cipients at the Independence Foundation, where an artist must be nominated by an organization that already receives grants from the foundation.

The consensus response was that who-ever gets chosen as nominators, whether curators, academics or artists, will never be sufficiently versed or know enough about who is out there in the multiplicity of genres and art making encompassed within any one field. And virtually ev-eryone I surveyed maintained that many talented artists who have won Pew Fel-lowships in the past would not make it through the new system.

Would Pupi qualify today?

Would the two or three nominators cov-ering music composition choose the Latin musician and Pew Fellow, Felix (Pupi) Legarreta, or King Britt, who was primarily known as an electronic music, hip-hop club deejay? Would the few nominators covering all of writing (fiction, non-writing, poetry) choose the poet Lamont Steptoe, who may not be a household name among critics and aca-demics? Thanks to a Pew Fellowship the poet Daisy Fried has had two books of poetry published, has won writing fel-lowships at Princeton and Smith College, and has taught at Temple and Villanova. But when she won her Pew Fellowship in 1998 she was just 30 years old, had yet to attract a poetry publisher, and was known then as a free-lance journalist. Would such a relative novice be likely to attract the notice of the Pew’s newly constituted anonymous nominating panel?

By jumping into a radical change, Pew failed to consider less drastic reforms, like targeted outreach to uncover and encourage outstanding artists who might otherwise not apply. Perhaps Pew should

...The Pew from page 1

...See The Pew page 12


One early exception to perpetual private foundations was the one set up by Julius N. Rosenwald, the Chicago businessman who built up Sears, Roebuck & Company more than a century ago. Mr. Rosenwald became a major financier of black educa-tion in the South and was the largest donor to the building of the Museum of Science and Industry in Chicago. He died in 1932, and the Rosenwald Foundation made its last grant in 1948.

Limited-life foundations can be “an anti-dote to calcification” at perpetual founda-tions, according to a report published last month by the Aspen Institute’s Program on Philanthropy and Social Innovation.

And leading critics of philanthropy say they like the idea that some endowments will be entirely spent during, or soon after, the donor’s lifetime.

“There is nothing inherently positive about perpetuity,” Mr. Dorfman said.

Pablo Eisenberg, who in 1975 with the late Norton J. Kiritz started the donee move-ment to make grant seekers treat founda-tions as equals, said too many foundations were “so focused on themselves they don’t give much thought to the donees, the grant seekers and to issues like multiyear grants and general operating support.”

Living donors, Mr. Eisenberg said, may be more inclined to focus on the problems of their times, possibly giving more atten-tion to the problems of the charities their grants support.

John Hunting, an heir to the Steelcase office furniture fortune who created the Beldon Fund with $100 million and then decided to give it all away, said he did not see much difference in the risks of wasting money whether a foundation was in spend-down mode or operating in perpetuity.

“Foundations should pay much more at-tention to whether they are adding value, whether they are spend-down or perpetu-al,” said Joel L. Fleishman, who ran the American programs of Atlantic Philan-thropies and is now a professor of law and public policy at Duke University.

Source: The New York Times, December 2009.

As Foundations Close, Anxiety for CharitiesNew York City Anti-Violence Project, which received 1 percent of its budget from the Rapoport Foundation, said the shutdown might force more cuts in a staff already down 20 percent. Ms. Stapel said the project might also try to broaden its base of donors.

The spend-and-close trend has also re-vived questions about whether foundation trustees and staff focus more on their own concerns than those of the charities they finance.

Both the Council on Foundations, a na-tional association of endowments, and Philanthropy New York, a regional asso-ciation of grantmakers, have sponsored meetings for trustees and staff on how to spend down — but not on the perspective of grantees.

“Spending down can be a great way for a foundation to increase its impact,” said Aaron Dorfman, executive director of the National Committee for Responsive Phi-lanthropy, which represents the interest of grant seekers, “but it is also important to discuss with grantees their concerns and their needs, because the purpose of foun-dations is to support grantees and make a difference in the world.”

“We do think it important,” Mr. Dorfman added, “that in their final years, founda-tions that are spending down devote some of their resources to cultivating new sourc-es of support for their grantees.”

Under federal tax law, gifts to foundations are tax deductible. Many foundations now planning to close are financed by people under 50 who made fortunes in technology and new financial products, said Thomas J. Tierney, a founder of Bridgespan Group, a nonprofit advisory firm.

“We are seeing living donors engaged in their philanthropy and trying to get maxi-mum impact,” Mr. Tierney said. “These are donors who want to solve systematic problems and, boy, is that hard.

“But they know that once they go,” he said, the foundation can exist in perpetu-ity, and “all the trustees have to do is pay out your 5 percent per year with nothing to measure or improve your performance.”

Foundations that increase grants to spend down their endowment and then close are proving to be a boon to charities in the short run, but the trend is also causing anxiety among the charities about their fu-ture fund-raising.

Some 9 percent to 12 percent of founda-tions are in spend-down mode, and roughly a quarter are considering the idea, surveys by the Urban Institute and the Foundation Center found.

Several large foundations said they plan to go out of business, most notably Atlantic Philanthropies, the endowment funded in by Charles F. Feeney, the duty-free shop-ping innovator. Atlantic Philanthropies is down to about $2.2 billion in assets and plans to close in eight years. Most other planned closings appear to be among small foundations.

Spending an endowment and its invest-ment income in a decade requires more than doubling grants, a blessing in hard times for charities that rely on grants to provide services. Of course, these charities must also develop new sources of support to replace the spend-down foundations.

At spend-down foundations, “you think about your programs a little differently, you think about what you are biting off, you think about how you evaluate your work and make midcourse corrections along the way, and you think in advance about how you are going to leave,” said Anita R. Nager, the last executive director of the Beldon Fund, which closed in May.

“It also makes you quite mindful,” she continued, “about what your absence is going to mean to the grantees you have supported, especially the ones you have been a mainstay for.”

Concerns run highest among lightly fi-nanced charities that rely on just a few major donors. When the Paul Rapoport Foundation said in July that it would give away all of its $8 million endowment by 2014, the recipient charities — which serve gay, lesbian and transgender people of color in the New York area — were deeply concerned.

Sharon Stapel, executive director of the


“We selected the Philadelphia Foundation as our partner…because the Foundation has decades of experience in managing all aspects of scholarship and administration,” said Mary Linda Andrews, director of community partnerships with GlaxoSmithKline. “From our work nationally, we know that community of foundations – of which the Philadelphia Foundation is one of the oldest – have the expertise needed to manage community philanthropic resources such as scholarships on a permanent basis for the good of the entire region.”

In 2007, the Foundation administered 135 separate scholarship funds, processing applications for programs that provided about 275 individual scholarships totaling close to $1 million. These range from scholarships that are designated for students in specific majors at named institutions to scholarships for those who fit criteria determined by the individuals, families, organizations or businesses who established the funds.

Applications for the GlaxoSmithKline Opportunity Scholarship will be available on The Philadelphia Foundation website, www.philafoud.org, in January and will be due March 15 for the fall. Announcement of the inaugural winners will be made in the spring.

The Foundation will process the applications, notify the applicants of their status and manage the coordination of payment to the colleges and universities the winners will attend. An Advisory Committee of community leaders knowledgeable about education will make the final selection of the scholarship awardees.

For questions regarding the GlaxoSmithKline Opportunity Scholarship, call Sylvia T. Spivey at The Philadelphia Foundation at 215-863-8121 or email [email protected].

ONPROFIT NEWSROOMNBarron’s Names the 25 ‘Best’ Givers

With the recession squeezing donors and charities alike, ensuring that your giving really makes a difference is more important than ever, Barron’s reports. And to inspire others to do just that, the business publication has published a year-end list of the twenty-five “most effective” givers.

Compiled in collaboration with the Global Philanthropy Group, a U.S.-based consulting firm that works with high-net-worth individuals, foundations, and corporations to design and implement leveraged philanthropic strategies, the list rates philanthropists from around the world based on such criteria as innovation, quality of alliances, and the extent to which their successful projects can be replicated. At the same time, Barron’s and GPG accorded special consideration to philanthropists working to address daunting social challenges and getting results.

The list was topped by eBay alumni Pierre Omidyar and Jeff Skoll, who focus their efforts on supporting and leveraging the work of social entrepreneurs, and includes Chris and Jamie Cooper-Hohn (no. 3), whose UK-based Children’s Investment Fund Foundation works to improve the lives of children living in poverty in developing countries; tech billionaire Thomas Siebel (no. 5), whose Meth Project, a large-scale prevention program aimed at reducing first-time meth use through public service messaging and community outreach, has achieved remarkable results; Bill and Melinda Gates (no. 7); Bill and Hillary Clinton (no. 13); George Soros (no. 19); Earvin “Magic” Johnson (no. 21), is the unofficial spokesman for people living with HIV/AIDS and, through his foundation, has provided free testing to more than 38,000 Americans in sixteen major cities; and David and Cheryl Duffield (no. 25), who have given $70 million to animal-welfare groups, veterinary establishments, and

other groups, making them the most generous donors to animal rights.

Alluding to the work of Omidyar and Skoll as well as others on the list, GPG chief operating officer Maggie Neilson said that the best philanthropic strategies have a ripple effect. “A key ingredient here is what we call connectivity,” said Neilson. “Does the cause the philanthropist supports have implications for other issues?”Source: PNN Online, Phil Crosby, Dec. 3, 2009

Opportunity Scholarships Benefit Philadelphia County Residents

GlaxoSmithKline has established a $1 million college scholarship fund through the Philadelphia Foundation that will provide Philadelphia County residents who have overcome significant adversity with the opportunity to improve their lives through higher education.

The Philadelphia GlaxoSmithKline Opportunity Scholarships, part of a national educational outreach program by the pharmaceutical and healthcare company, are intended to remove at least one of the obstacles to education for recipients who have endure such difficult circumstances as serious illness, sexual abuse, domestic violence and personal loss.

Under the program, scholarships will be awarded to U.S. citizens who are residents of Philadelphia County for one year and who are enrolled in a two-year or four-year undergraduate program at state universities and community college in Pennsylvania. There is no limitation on age. Scholarships may be used to begin a new program of study or to continue a program in which the applicant is already enrolled. Each scholarship will be for an amount up to $5,000 and will be renewable for up to four years. The scholarships can be applied toward tuition, fees, books and materials.

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The Seamen’s Church Institute has been a fixture on the Philadelphia wa-terfront for 166 years, providing help to 40,000 seafarers yearly whose ships dock in ports along the Delaware River.

The Rev. James D. Von Dreele, an Epis-copal priest, is head chaplain and has been executive director of the inter-denominational ministry for 13 years. Father Jim and his staff, including five part-time chaplains and eight to ten vol-unteers, visit some 1,700 ships a year. They offer counsel to foreign sailors, help with immigration issues, and in-tervene in ship problems such as pay disputes. They also escort the sailors off ships for a few hours of R&R. Seafarers’ favorite pastime? Shopping.

Because of stringent post-9/11 immi-gration regulations, many crews cannot leave ship because they don’t have U.S. visas. Those who do, often head for the institute headquarters at 475 N. Fifth St. to watch TV, call home, reflect in the chapel, or surf the Web.

Question: How do you learn a ship is in port?

Answer: We have access to the Mari-time Exchange ship lists, so we know when there are new arrivals. We cover 125 miles on the New Jersey and Penn-sylvania sides of the river and serve 33 terminals.

Q: What do you do for sailors?

A: Part of it is simply befriending them. Being on a ship for eight to ten months with the same guys, they get really tired of each other…We care for their emo-tional, spiritual, and physical welfare. Shore leave is extremely important be-cause of the monotony… They need time to get away, and that’s what we provide. We also do advocacy work. If a seafarer has not been paid, we will intervene.

Q: How often does that happen?

A: Not as much as it used to, but we

have seen situations where the crew has been owed $50,000 or $60,000. We move in with some help from a labor inspector. We pressure the captain and the owner. We negotiate the issue.

(About 95 percent of the seafarers are for-eign, from more than 100 nations. About one-third are Filipinos. The rest are pri-marily from Asia, Eastern Europe, and Europe).

Q: How did the 9/11 terror attacks affect your work?

A: Since 9/11 it has been very difficult for seafarers to get off ships because of all the governmental regulations/require-ments. Only 20 to 25 percent take shore leave now. Before 9/11, we just said, “Hi” and “Goodbye…”. Now we have to go through elaborate procedures going into the terminal, signing in, and showing a TWIC card [Transportation Worker Iden-tification Credential].

Q: Where do the sailors like to go?

A: Walmart and Best Buy are two favorite places. At Best Buy, they are looking for computers, laptops. The U.S. is the cheap-est place to buy electronics. For those who cannot leave ship, we sometimes go shop-ping for them. We bring cell phones so they can call home. We take clothing and gifts. We do worship services.

Q: Does the institute get involved in wa-terfront issues?

A: Yes. We have taken a stand on deep-ening the Delaware River. Dredging is essential to the business and livelihood of the port community. Ships are only going to get bigger. We need that extra five feet of draft in order to accommodate those ships. Otherwise, the port will become obsolete.

Q: You oppose the proposed Foxwoods Casino on the Delaware River site?

A: I think casino development will de-stroy the port, particularly in Philadelphia.

Eye on a NonprofitSouth Columbus Boulevard is 60,000 cars a day now. With a casino, it would be 120,000. The only way to get cargo on and off the terminals from Washington Street south is by truck. “If traffic conges-tion gets worse they will not be able to op-erate. I think the terminals near the casino will shut down permanently. I wrote to the politicians about my concerns.”

Q: How did seamen’s centers in North America begin?

A: About 200 years ago seafarers were treated badly. They were basically dragged out of bars and imprisoned on ships. So the church - not only the Episcopal Church but the Presbyterian and other denomina-tions - began to respond in seaports to be an advocate for seafarers. Seamen are very vulnerable. Once they get out to sea they have no control over their lives.

Q: Where do you get funds to pay staff and expenses?

A: A variety of sources. The port com-munity is fairly generous. Churches and individuals also donate. We have an en-dowment, which we use to subsidize our work. We charge a $110 fee to every ship that comes into port to help subsidize the work we do. It costs us over $200 to ser-vice the ships. We are able to raise about $750,000, and use our endowment to bridge the gap.

Q: Do captains and ship owners welcome you aboard?

A: They are grateful that we come. We take care of morale issues, so they have fewer problems with loading and unload-ing cargo. “We are a release valve for these guys, so by providing the hospital-ity services we take a little bit of the ten-sion out of their lives. I call it a moment of grace.”

The Rev. James D. Von Dreele, age 62, who drafted this article, is an Episcopal priest and has served as executive director for 13 years of Seamen’s Church Institute of Philadelphia.

Excerpted from an article that appeared in Oc-tober’s Inquirer by staff writer, Linda Loyd

Philadelphia Mission Befriends Foreign Sailors


In an appropriate setting, with the right people in place, before an audience of 400-plus, The Historical Society of Pennsylvania (HSP) introduced PhilaPlace.org, an interactive Web site that connects stories to places across time in Philadelphia neighborhoods, thereby creating an enduring record. Developed by HSP, beginning in 2007, PhilaPlace.org weaves stories shared by ordinary people of all backgrounds with historical records to present an interpretive picture that captures the history, cultures, and architecture of neighborhoods – past and present.

Appearing in City Council Chambers on the 4th floor of Philadelphia’s City Hall where the event was held, Mayor Michael Nutter said that, except for Native Americans, we are all immigrants in some way, and the new Web site might provide us with the means to get to know one another better.

With him on the podium were Gary Steuer, Director of the Office of Arts, Culture and Creative Economy, who welcomed those in attendance; Kim Sajet, president/CEO of HSP, a self-described “immigrant”; Joan Saverino, Director of Education & Outreach at HSP and project director for PhilaPlace; Joan T. Decker, Commissioner of the City of Philadelphia Department of Records; and Amy Hillier, assistant professor in City and Regional Planning at the University of Pennsylvania School of Design, who all also made remarks.

Visitors to the PhilaPlace site can view personal stories and historical records mapped to specific locations, and can map their own stories in place and time. PhilaPlace is, after all, about storytelling. Beyond the Web site, PhilaPlace will engage diverse communities through local programs, teacher workshops, which include K-12 lesson plans, trolley tours, exhibits, printed neighborhood guides.

The site uses the latest digital technology and a multimedia format that includes interactive maps – contemporary and historic – text, photos, and audio/video clips.

Created by the Historical Society of

Pennsylvania in partnership with the City of Philadelphia Department of Records, the U of Penn School of Design, and other community organizations, PhilaPlace was make possible by a generous grant from The Pew Center for Arts and Heritage; jointly by the Institute of Museum and Library Services and the National Endowment for the Humanities; the Pennsylvania Humanities Council, the Federal-State partner of the National Endowment for the Humanities; the PA Department of Education; Connelly Foundation; and Southwest Airlines.

Founded in 1824 in Philadelphia, the Historical Society of Pennsylvania is one of the oldest historical societies, and one of the largest family history libraries in the U.S. HSP is second only to the Library of Congress for material on the nation’s founding and is the country’s third most popular destination for genealogical study. Visit www.hsp.org

Winnie AtterburyPublisher/editor

Contributing editor, HarrisburgGary M. Grobman

Assistant editorelizabeth blair

editorial ConsultantKathe Kisela

ADViSOry bOArD

Louis J. Beccaria, Ph.D., President/CeO the Phoenixville Community Health Foundation

Christine James Brown S. Damon Kletzien

Donald W. Kramer, Esq., Chair Nonprofit Law Department, Montgomery, McCracken, Walker & rhoads

Dale Mitchell, independent Consultant

Priscilla Rosenwald, Principal Leadership Recruiters

Karen A. Simmons, President Chester County Community Foundation

Anne Furey Simpson, Advisory board committee Wheels of Wellness

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Atterbury Publications’ Pennsylvania Nonprofit report (iSSn 1094-981X) is published eleven times a year with a combined July/August news letter by Winifred b. Atterbury, 656 Golf Club Rd., Newtown Square, Pa. 19073. Periodicals Postage paid at Newtown Square, PA and at additional mailing offices. POSTMASTER: Send address changes to Atterbury Publications’ Pennsylvania Nonprofit Report, P.O. Box 252, Wayne, PA 19087.Subscription Price: $120 per year.

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Live From Philadelphia!

Become a Tree Tender!On Saturday, January 9 & 16, from 8:45am-1:30pm atPennsylvania Horticultural Society, 100 N. 20th Street, 5th Floor

Become part of the “growing” TreeVital-ize initiative, an effort led by Pennsyl-vania’s Department of Conservation and Natural Resources to increase tree cover and the many benefits that trees offer us.

Tree Tenders is a training program that empowers concerned residents to make dramatic strides towards restoring and caring for their local tree canopy. Join us for eight hours of hands-on training that covers tree biology, identification, planting, proper care, and working with your community. The Pennsylvania Hor-ticultural Society (PHS) in collaboration with Penn State Cooperative Extension developed this course for citizens and experts alike. Since 1993, over 3000 community volunteers from 200 Penn-sylvania neighborhoods have become trained Tree Tenders.

Registration requests and questions can be directed to Julianne Schieffer at the Montgomery County Cooperative Ex-tension office, 1015 Bridge Road Suite H, Collegeville, PA 19426; phone (610) 489-4315; email [email protected].


EOPLEPIn the Spotlight

People’s emergency Center has just announced that its longtime president, Gloria Guard, has resigned, effective July1. Guard’s letter of resignation was accepted by Sharmain Matlock-turner, chair of the PeC board and president of the Greater Philadelphia urban Affairs Coalition.

under Guard’s leadership PeC has become a nationally recognized model, serving more than 400 homeless women and children each year. It has implemented many historic firsts in Pennsylvania, including the first on-site parenting education program for homeless families and first homeownership program for formerly homeless families. Over 90 percent of PeC’s shelter and transitional housing residents remain self-sufficient after graduating from the agency’s programs. During her 26 years of leadership, she has helped obtain over $80 million in revenue, and PEC’s workforce has grown to include over 90 employees and dozens of volunteers.

Guard also oversaw PEC’s community development activities, which have produced almost 200 units of affordable and special-needs housing, helped establish 25 new businesses, eliminated 110 vacant lots, repaired dozens of basic systems and facades on residential homes, and distributed hundreds of computers to low-income families.The PEC board has begun a nationwide search for Guard’s replacement.

Pottstown Memorial Medical Center has announced the appointment of Sharif Omar as chief operating officer.

ACHieVeability said Jasmine Eady was joining the organization as vice president of self-sufficiency, overseeing the programming of education, job readiness, social services.

the inglis Foundation, Philadelphia, a nonprofit that helps people with physical

disabilities, said Lea Dandrea had joined as vice president, innovation and information; and Betty Marmon joins inglis as vice president, development & external affairs. She comes to inglis from the Philadelphia Museum of Art where she served most recently as director of philanthropic initiatives.

People’s emergency Center (PeC), Philadelphia’s most comprehensive social services agency for homeless women with children, has announced the following addition to its executive team: Jeannine McCullough accepted the position of vice president, development and marketing.

David Eisner was appointed president and CeO of the national Constitution Center. He replaces Linda Johnson, a member of trustees who has been acting as president and CeO for the past year. the center also hired Stephen Klugewicz as director of education and Beau Stengel, previously a staff writer for the School of Arts and Sciences at the university of Pennsylvania, as communication writer.

The Greater Delaware Valley Chapter of the national Multiple Sclerosis Society named Tami Caesar its new president.

Board AppointmentsMaria J. Wing has been elected to the board of trustees of Woods Services Foundation, a Langhorne provider of specialized services to people with disabilities.

Urban League of Philadelphia has named five new members to its board for three-year appointments: Scott K. Bass, Harry Johnson, Kim Bonner Massey, Joe Mbogo and Kimberly S. Reed.

Adam E. Laver has been appointed chancellor of the Louis D. Brandeis Law Society, the Philadelphia-based Jewish law society dedicated to advancing and enriching the personal and professional interests of its members.

Waldron Mercy Academy, a Catholic coeducational pre-K to eighth-grade school in Merion Station, has named Stephen J. Gleason chairman. It has also appointed Mary Graham-Zak, Mary Coyne Pugh and Derek Redcross to its board.

Nazareth Hospital, Northeast Philadelphia, has named the following to its board: Andrea O. Hollingsworth and Harold D. Stein.

The National Gay and Lesbian Task Force Action Fund, a lesbian, gay and bisexual and transgender (LGBT) rights organization, has elected Duane C. Ingram to its board.

Vana Zervanos, assistant dean of the Erivan K. Haub School of Business at St. Joseph’s University, was appointed to the board of the Middle Atlantic Association of Colleges of Business Administration, a professional organization.

Philadelphia Young Playwrights, a nonprofit theater-arts program that promotes literacy through playwriting in up to 50 public and private K-12 schools each year, appointed the following to its board: Piper Kelly, Brian Rhodes, Antonio Williams, Shanise Williams and Joanne Wills.

Marie Angelella George, president of Cabrini College, Radnor, was named to the board of trustees at the University of Scranton. George had been executive vice president at St. Anselm College in New Hampshire, and vice president of planning and institutional research at the University of Scranton.

The Wilma Theater, a nonprofit Philadelphia theater company, has appointed Kelly Wolfington and Laura J. Wood to its board.

St. Joseph University has elected four new members to its board of trustees to four-year terms, Marlene S. Dooner, Michael L. Kempski, Nicholas L. Teti, Jr. and Raymond G. Washington Jr.


DOMENICK & ASSOCIATES325 Chestnut St. Ste. 916Philadelphia, PA 19106(215) 629-5701 • FAX: (215) 629-5707Contact: Jim DomenickSpecialty Insurance Broker. Property & Casualty insurance programs for nonprofits, including MH/MR, CDCs, youth programs etc; General & Professional Liability, sexual abuse, D&O, Workers Comp; develops group programs. Endorsed by PANO.

NONPROFIT CENTERLASALLE UNIVERSITY1900 W. Olney AvePhiladelphia PA 19141(215) 951-1701 • FAX: (215) 951-1488Contact: Laura Otten, Ph.D.Management assistance provider serving small to mid-sized nonprofits in the Delaware Valley.

PHMC TARGETED SOLUTIONS260 South Broad StreetPhiladelphia, PA 19102(215) 985-2512www.phmc.org/taContact: Amy FriedlanderPHMC’s TArgeted Solutions offer cost-effective consulting and capacity-building services to other nonprofits in the Delaware Valley includ-ing: marketing and communications, fiscal man-agement; information systems and technology, research and evaluation, and organizational as-sessment and planning.

LEADERSHIP RECRUITERS1509 Sheffield LaneWynnewood, PA 19096(484) 572-0101Contact: Priscilla RosenwaldSpecializing in recruitment of executive talent for leadership transitions. We partner with nonprofit organizations to customize searches and build strategy for strong leadership teams. Services include executive recruiting, retention planning and board development.

NORTHEAST EMPLOYMENT PROJECTP.O. Box 1762Media, PA 19063(610) 494-7197 • Fax:(610) 497-5500A division of a professional search firm handling searches for nonprofit, professional and trade association clients nationwide. Skilled in working with boards, search committees, or senior hiring managers; and capable of developing a search for your specific needs. This division offers a re-duced search fee for nonprofits.

NONPROFiT EXECuTivE LEADERSHiP INSTITUTEBryn Mawr College Graduate School of Social Work and Social Research300 Airdale RoadBryn Mawr, PA 19010(610) 520-2650Contact: Catherine Ormerod, DirectorWeb: www.brynmawr.edu/neli; Email: [email protected] Leadership Certificate program pre-pares nonprofit and public sector senior execu-tives to take their organizations to new levels of growth, sustainability, accountability, and effec-tiveness. Integrated curriculum features inten-sive seminars, individual assessment, coaching, and peer learning. Classes now enrolling.

LARSON ALLEN WEISHAIR & CO., LLP18 Sentry Park West1787 Sentry Parkway West • Suite 300Blue Bell, PA 19422-2240(215) 643-3900 • FAX: (215) 643-4030Contact: A. Stephen Rosa, CPA, Prin. Full service accounting firm provides audit, accounting, tax and computer services for nonprofit organizations. Firm has required expertise to perform audits in accordance with governmental standards (GAGAS), Yellow Book, OMB-Circular A-133.

DIRECTORY OF SERVICES

YOUR PART-TIME CONTROLLER, LLCP.O. Box 3252Cherry Hill, New Jersey 08003(865) 779-7080 FAX (856) 779-7084 Contact: Eric Fraint, CPA, PresidentYour Part-Time Controller, LLC specializes in outsourced accounting and financial services for nonprofit organizations. Services include general accounting, bookkeeping, accounting software training, budgeting and financial-related consulting. We implement accounting “best practices,” releasing clients to focus on core mission and service delivery.

ROBERT J. BAKER, ESQ.2 Penn Center1500 JFK Boulevard, Ste. 200Philadelphia, PA 19102-1754(215) 854-6351 [email protected]: Robert J. BakerSpecializing in all areas of nonprofit law; representation of nonprofit organizations and professionals, including formation/incorporation, governance and management practices, strategic planning, dissolution, conflicts of interest, mergers, affiliations, litigation, and liability issues.

BOARDEFFECT® 161 Leverington Avenue, Ste. 1001 Philadelphia, PA 19127 (215) 508-4920 . Fax: (215) 508-4590 Contact: [email protected]/www.boardeffect.com E-governance is good governance. Boardeffect® is a secure, comprehensive web-based tool that helps nonprofits communicate efficiently with their boards, streamline administration, increase accountability, decrease risk. The tool contains features such as a virtual board manual, committee workrooms, and a resource library, which allow boards of directors of nonprofits to do their job effectively. Free your board to focus on your mission.

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Q. You state that the new Form 990 requires disclosure of the compensa-tion of employees receiving more than $100,000. When you say compensation, are you speaking only of wages or does this include benefits?

A. The simple answer to your question is that the organization must report the value of all compensation received from the organization on Part VII-A of the Core Form, including wages, deferred compen-sation and payments to retirement plans, the value of health benefits, and the value of other benefits (other than disregarded benefits such as free office coffee) as spelled out in more detail on Schedule J, plus compensation received from any re-lated organization from which the person receives more than $10,000.

Compensation must be reported for of-ficers (including the CEO and CFO ac-cording to the Instructions), directors and trustees without regard to amount, up to 20 “key employees” who earn more than $150,000 and have certain key responsi-bilities, and the five highest other employ-ees who make more than $100,000 during the calendar ending within the tax year of the report.

For a calendar year organization, the num-bers in Part VII and Schedule J will match up with the amounts expended as shown on the Statement of Functional Expenses in Part IX of the Core Form. For a fis-cal year organization, the numbers in Part VII and Schedule J must be based on the calendar year ending within the fiscal year of the filing, and will therefore not neces-sarily match the amounts used to compile the numbers shown on the Statement of Functional Expenses. From Don Kramer’s Nonprofit Issues, an elec-tronic newsletter of “Nonprofit Law You Need to Know”

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- The Nonprofit Executive Leadership Institute (NELI) is recruiting candidates for their 2010 Executive Leadership Certificate Class. NELI Fellows are entrepreneurial leaders, passionate about their organizational missions and want to make a difference in the world. They attend NELI from a variety of disciplines: social service, health, education, law, and economic development.

NELI Fellows engage in 10 days of intensive seminars over eight-months, building the leadership and managerial skills needed to administer programs in times of major environmental change. Candidates work with executive coaches to strengthen their leadership styles.

Attend an Open House Saturday, January 23 to learn more about the NELI Executive Leadership Certificate Program. The Open House takes place at Bryn Mawr College’s Graduate School of Social Work and Social Research in the Katherine Lower Lounge from 10-11 am. For details, contact Margie DuBrow, director, at 610-520-2650 or [email protected].

- The Pottstown Area Health & Wellness Foundation announced changes in its board leadership. Charlie Palladino, a board member for six years, who has served as president for the last three years, stepped down from his role of board president. He will continue his role as chair of the Strategic Planning Committee in addition to serving on the Marketing & Communications Committee and the Bylaws/Governance Committee. As of July 1, Sharon L. Weaver assumed the role of board president and D. Scott Detar will serve as vice president. Robert W. Boyce, treasurer and Kenneth Picardi, secretary, will continue in their roles. Milton D. Martyny has accepted the position of Member At Large of the executive committee.

- Catholic Social Services is looking for single or married adults to become foster parents to children of all ages, denominations and races. Homes are also needed for children with special

medical or emotional needs and siblings who wish to live together. For details, call 215-587-3960.

-The Career Wardrobe, the Philadelphia-based nonprofit that assists women transitioning into the workforce from welfare by providing professional outfits and career skills, hosted Success Starts with You, a summer breakfast seminar for 30 participants sponsored by Four Seasons Hotel Philadelphia. Speaker was Jane Stimmler, CEO of The Marketing Edge.

Sheri Cole, executive director of The Career Wardrobe, said “In such difficult economic times, our clients need to know their community supports them and both the Four Seasons Hotel Philadelphia and Ms. Stimmler have stepped up to provide information and inspiration.” Success Starts with You featured a discussion led by Claire Walcott, assistant human resources manager of Four Seasons Hotel Philadelphia, of the common promotion obstacles employees face when embarking on a new career. The event was part of the hotel’s celebration of its 25th Anniversary in Philadelphia.

Four Seasons Hotel Philadelphia hosted a clothing and accessories drive for The Career Wardrobe in April. “After that experience,” said General Manager, Harry Gorstayn, “our employees were excited to become more involved with the Professional Women’s Network where women meet monthly to share experiences and motivate one another to take their careers to the next level.”

Stimmler is a marketing communications consultant and co-author of the new book Breaking Into the Boys’ Club,

Since 1995, The Career Wardrobe has assisted over 50,000 women by inspiring them to recognize their capacity for self-reliance, and to achieve independence. In September 2009, the organization opened The Wardrobe Boutique, an upscale recycled clothing at 21st and Fairmount.

- Resources for Human Development (RHD) was recently recognized as one of Philadelphia’s “Best Places to Work” by the Philadelphia Business Journal for the

second time in the last three years. RHD is one of Philadelphia’s premier employers of a 4,000 strong workforce.

Bulletin BoardBulletin BoardBulletin Board


Deadlines, Grant Awards and Information

Funding SourcesGrants Awards

Kresge Foundation3215 West Big Beaver RoadTroy, Mich. 48084248-643-9630

Conservation and the environment For planning costs associated with designing a green building, $50,000 to the East Fund Cooperative Ministry, Pittsburgh.

Human ServicesFor operating support to organizations struggling with the economic crisis, $100,000 to the YWCA of York.

For a multi-service center, $175,000 to La Comunidad Hispana, Kennett Square.

For a learning and technology center, $250,000 to Opportunity House, Reading.

Andrew W. Mellon Foundation140 East 62nd StreetNew York, N.Y. 10021212-838-8400

Higher EducationTo develop and publish a series of books in ethnomusicology, $877,000 to be divided over five years among Indiana U. Press, Kent State U. Press, and Temple U. Press, Philadelphia.

Funding AddendaIn October, La Comunidad Hispana, Kennett Square, received a prestigious Kresge Foundation Challenge Grant.

The Kresge Foundation is a $2.8 billion private foundation that has made extraordinary contributions to nonprofits across the nation in its 85 year history. Grants are competitive and are made to an organization that meets its stringent standards to increase community support and participation in achieving campaign goals.

The Kresge Challenge calls on La Comunidad Hispana to raise $425,000 in addition to the funds already raised for its campaign. If achieved by March 31, the Foundation will make a gift of $175,000 topping off its campaign at $5,000,000.

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to that commitment, the senators allege.

According to its sponsors, the Fontana-Solobay bill would allow municipalities the option to continue with existing vol-untary payments-in-lieu–of-taxes (PI-LOT) agreements authorized by the Insti-tutions of Purely Public Charity Act (Act 55). It would also impose a fee based on total square footage of properties and es-tablish a limited real estate tax for proper-ties owned by institutions of purely public charity. Opposition to the bill came im-mediately from the Pennsylvania Associ-ation of Nonprofit Organizations (PANO), which urged its membership to contact their legislators to encourage them not to cosponsor the measure. According to PANO, the bill would likely propose au-thorizing municipalities to impose an “essential services fee” of up to $100 per 1,000 square feet of tax exempt property, with the first 50,000 square feet being ex-empt. S.B. 1328 proposed an exemption on only the first 5,000 square feet. In a press release, the sponsors conceded that the bill should be amended to minimize any adverse impact on small nonprofits.

resistance from colleges and universities in the city as well as throughout the Com-monwealth. Allegheny County’s Chief Executive, Dan Onorato, recently vetoed a County Council proposal that would have created a “tax-exempt certification and essential services fee” for certain properties on which nonprofit organiza-tions currently pay no taxes. In a related development, Sen. Fontana joined Sens. Jim Ferlo (D-Pittsburgh) and Jay Costa (D-Pittsburgh) in sending a letter to the nonprofit community of Pittsburgh urg-ing it to comply with its commitment for an annual payment-in-lieu-of-taxes of $6 million. Citing past agreements reached when the last Pittsburgh tax reform mea-sures were passed in Harrisburg, the senators said that it was crucial for these payments to remain consistent and at the $6 million per year level to maintain the financial health of the city. Unfortunately, the city’s non-profits have failed to live up

Legislation Proposed Again to Tax Property Owned by Charities

Sen. Wayne Fontana (D-Allegheny) and Rep. Tim Solobay (D- Washington) an-nounced their intention to introduce legislation in both Houses to authorize municipalities to impose partial prop-erty taxes on Pennsylvania’s charities. Although the exact language of the legis-lation was not available as of press time, it was likely to be similar to S.B. 1328, legislation introduced by Sen. Fontana in March 2008 that had languished in the Senate Finance Committee. With tougher economic times and more pressures on lo-cal government to provide basic services, there appears to be more sympathy this session for Sen. Fontana’s approach, par-ticularly in Pittsburgh. In that city, Mayor Luke Ravenstahl has proposed a 1% levy on post-secondary school tuition to fund city services. This has been met with great

HARRISBURG REPORT

Drexel Remembers Late President with $70 Million Building

A glance around Drexel’s three Philadelphia campuses can easily attest to the legacy of its late president Constantine Papadakis: buildings by renowned architects, a law school, a medical school, new construction – a vibrant campus in all. In a fitting tribute to its president, Drexel has named in his honor one of its newest, most innovative landmarks, the Constantine Papadakis Integrated Sciences Building. Groundbreaking for the new $70 million facility was held in mid-November.

The 130,000-square-foot, six-story building will be the first at a U.S. university to include a Bio Wall, or living biofilter, for energy efficiency and improved air quality. The design is environmentally sensitive and will become Drexel’s first Silver LEED-certified building from the U.S. Green Building Council.


DIRECTORY OFSERVICES

PENNSYLVANIA FOUNDATIONS ONLINE520 Clarks LaneWest Chester, PA 19382(610) 793-3322www.sylviacarter.comContact: Constance Carter, CFREOnly comprehensive online resources in PA; 1,500 new funders in 2009; constant updating; redesigned Web site for easier searching. New management has 60 years collective experience with NPOs/fundraising. Take a “free test drive” at www.PAFoundations.net

NONPROFIT ISSUES®P.O. Box 482Dresher, PA 190251-888-NP-issue • FAX: (215) 542-7548www.nonprofitissues.comNonprofits Issues® is a national newsletter of Nonprofit Law You Need to Know. It provides clear, concise, and comprehensive coverage of real issues that affect nonprofits everyday, in-cluding tax, state and federal legislation, board liability, charitable giving, employment law, volun-teers, and much more. Interactive monthly con-ference calls. Ask for sample.

DELAWARE VALLEY GRANTMAKERS QuARTERLY NEWSLETTER230 S. Broad Street • Ste 4CPhiladelphia, PA 19102(215) 790-9700Provides overview of events, information on regional grantmaking issues: $35 per year. Checks payable to DVG.

PUBLICATIONS

WORKSHOPS & SEMINARSThe Nonprofit Center, LaSalle u1900 W. Olney AvenuePhiladelphia, PA 19141215-951-1701lasallenonprofitcenter.org

January 20The Fundraising Plan-Putting all the Pieces Together From 9-4; this course builds upon knowledge acquired in the Fundraising Certificate Program and is ideal as the capstone course. It also works for those who are experienced in the various aspects of development and are equipped to put them into practice in a fundraising plan. Instructor: June Carson. Members $119.

January 21Financial Literacy for the Nonprofit ManagerFrom 9-4; for managers who have responsibility for an organization’s finances but may not have a finance education, executive directors, board members. Instructor: Elizabeth Pilacik. Members $119.

Bayer Center for Nonprofit ManagementRobert Morris U6001 University Blvd.Moon Township, PA 151081-800-762-0097

Ask an Attorney Clinic60-minute sessions by appointment Do you understand all the terns in your lease? What does your insurance policy cover? Are your personnel practices a lawsuit waiting to happen? Take advantage of affordable, one-hour consultations at LawLinks’ Ask an Attorney clinics. Meet one-on-one with an attorney and discuss legal issues that are concerning:-Confusing “legalese” and contract terms-Employment law and whether your organization’s policies and procedures are compliant. -Protecting your organization against lawsuits-Trademark and copyright protectionFee: $50.

Save the Dates!January 29

Associated Services for the Blind and Visually ImpairedThe organization presents the 50th Annual Louis Braille Awards at the Union League of Philadelphia. Call 215-627-0600 for details

April 6-72010 PANO Annual Conference & Advocacy DayJoin keynote speaker Robert Egger of DC Central Kitchen to learn about the Sustainable Nonprofit. Did you know that PANO members can attend any PA-SAE program at their member rate? Visit www.pasae.org or email [email protected] for details or to register.

April 21JCHAI’s Annual GalaJCHAI invites you to the Picasso and the Avant Garde in Paris exhibit at the Phila-delphia Museum of Art. The evening includes private tours of the exhibit, dinner, music and a live auction.

April 2429th Anniversary Spring GalaJoin Baker Industries, Malvern, to cel-ebrate its 3oth anniversary at the Merion Cricket Club.

May 26-29Celebration of Black Writing Festival“Movement: Paying it Forward”At Church of the Advocate, 1801 W. Diamond St., Philadelphia.

May 26Kick Off/Grand Opening/Block PartyArt Sanctuary will celebrate the opening of its new headquarters. Tour the facility and listen to a live radio broadcast. From 5-8pm, free at 628 S. 16th St., Philadelphia. For information call 215-232-4485 or go to [email protected].

Chester County Community Foundation Events

March 23Sweet Charity Dessert Tasting at Water-loo Gardens

June 5Giving For Good Gala at the home of John and Rosemary Diederich

October 12Legacy Awards Celebration / 2010 An-nual Meeting at West Chester Univer-sity Philips Memorial Building-Emilie K.Asplundh Hall

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notions like anonymous nominating pan-els. The Pew Fellowships program, like all foundation initiatives, needs to remain accountable, open and transparent— for its own good, not to mention that of the arts community. (Jonathan M. Stein’s wife, Judith E. Stein, Ph.D., won a 1994 Pew Fellowship in non-fiction writing. The views expressed here are solely his.)

The article by Mr, Stein appeared in Dan Rot-tenberg’s Broad Street Review this fall. Go to http://www.broadstreetreview.com/ for details.

gather a group of past Fellows— as it is now belatedly doing for the purpose of selling the changes to a skeptical audi-ence— and designate them as the new system’s outside evaluators in 2010.

Unlike governments, businesses and even not-for-profit arts groups, founda-tions don’t answer to voters, stockholders or customers. Left to their own devices, foundations can come up with inspired ideas like the Pew Fellowships, or insipid

november newsletter

Documents